Osaic Holdings
JPME icon

Osaic Holdings’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Osaic Holdings’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4M Buy
29,633
+11,259
+61% +$1.29M 0.01% 1631
2025
Q4 		$2M Buy
18,374
+5,211
+40% +$563K ﹤0.01% 2097
2025
Q3 		$1.42M Buy
13,163
+1,173
+10% +$125K ﹤0.01% 2478
2025
Q2 		$1.24M Buy
11,990
+2,204
+23% +$220K ﹤0.01% 2330
2025
Q1 		$985K Buy
9,786
+939
+11% +$97.1K ﹤0.01% 2268
2024
Q4 		$907K Buy
8,847
+2,738
+45% +$290K ﹤0.01% 2272
2024
Q3 		$642K Buy
6,109
+2,402
+65% +$240K ﹤0.01% 2645
2024
Q2 		$354K Sell
3,707
-2,861
-44% -$275K ﹤0.01% 3063
2024
Q1 		$652K Sell
6,568
-4,882
-43% -$456K ﹤0.01% 2718
2023
Q4 		$1.05M Sell
11,450
-3,166
-22% -$271K ﹤0.01% 2459
2023
Q3 		$1.22M Buy
14,616
+7,810
+115% +$687K ﹤0.01% 2453
2023
Q2 		$601K Buy
6,806
+372
+6% +$31.7K ﹤0.01% 2985
2023
Q1 		$552K Sell
6,434
-69
-1% -$5.99K ﹤0.01% 3013
2022
Q4 		$548K Sell
6,503
-1,077
-14% -$90.1K ﹤0.01% 2940
2022
Q3 		$579K Sell
7,580
-263
-3% -$22.3K ﹤0.01% 2750
2022
Q2 		$632K Buy
7,843
+969
+14% +$85.2K ﹤0.01% 2702
2022
Q1 		$643K Buy
6,874
+83
+1% +$7.58K ﹤0.01% 2983
2021
Q4 		$648K Buy
6,791
+788
+13% +$72.9K ﹤0.01% 2805
2021
Q3 		$525K Sell
6,003
-3
-0% -$267 ﹤0.01% 2979
2021
Q2 		$528K Sell
6,006
-125
-2% -$10.9K ﹤0.01% 2973
2021
Q1 		$507K Sell
6,131
-3,155
-34% -$251K ﹤0.01% 2849
2020
Q4 		$699K Buy
9,286
+12
+0.1% +$846 ﹤0.01% 2351
2020
Q3 		$592K Sell
9,274
-408
-4% -$26.1K ﹤0.01% 2280
2020
Q2 		$584K Buy
9,682
+954
+11% +$54.7K ﹤0.01% 2196
2020
Q1 		$435K Buy
+8,728
New +$560K ﹤0.01% 2219

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Osaic Holdings's JPME Position: Q1 2026 in Review

Osaic Holdings increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 61% in Q1 2026, buying an estimated $1.29M and bringing the position to 29,633 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #1631.

Osaic Holdings first reported a position in JPME in Q1 2020 and has held it in 25 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Osaic Holdings held 29,633 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $3.4M as of Q1 2026.
  • Osaic Holdings bought 11,259 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $1.29M.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1631 holding.
  • Osaic Holdings first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.